Position/Budget Code Crosswalk

Use the TX Team Report - Position/Budget Code Crosswalk page to assign your existing budget codes as TRS (Teacher Retirement System) Position Codes for Functions, Objects, Programs, Locals, and Pay Groups.

These budget codes, also referred to as organization keys, are configured in the Fund Accounting profile. They will be assigned state titles. Function and Object codes are required. Program and Local codes are optional. If no position is found, codes will default to the information from the Payroll Information - State Required page.

Menu path

From the Human Resources menu, select State. From the State menu, select TX TEAM Report. From the TEAM Setup and Crosswalks menu, select Position/Budget Code Crosswalk.

Maintain data

• On the TX Team Report - Position/Budget Code Crosswalk page, specify Search Criteria and click Search.

  • To add a record, click Add new. Refer to Field descriptions, fill in the information, and click Accept.

  • To edit, double-click the record. Update the information and click Accept. 

  • To delete a record, select the record and click Delete.

  • To generate a report, select Print, and then select a Destination:

    • Select File to create the report in .rpt format. The default file name is tx_team_pos_xwalk.rpt. You can change the default file name.

    • Select Screen to download the report in .pdf format. The default file name is tx_team_pos_xwalk_<XXXX>.pdf.

    • Select Excel to download the report in .xls format. Select the required Excel Options. The default file name is tx_team_pos_xwalkrpt<XXXX_XXXXX>.xlsx.

      • Select OK.

        • Download the .rpt file from the View Files page.

        • Save the .pdf or .xls file.
          For more information about the Print option, refer to Print Reports.

Field descriptions

The following table describes the fields on the TX TEAM Report - Position/Budget Code Crosswalk page.